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SM&CR compliance training

The Senior Managers and Certification Regime (SM&CR) requires every FCA-regulated firm to ensure its people understand the Conduct Rules, their individual obligations and what fitness and propriety means in practice. CityLearning's SM&CR courses are written for UK regulation and updated for PS26/6 and the 2026 reform programme.

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Frequently asked questions

Who needs SM&CR training?
All staff at FCA-regulated firms who are subject to the Conduct Rules (COCON) need SM&CR training at the Individual Conduct Rules level. Certified persons need training on their specific conduct obligations and must complete annual fitness and propriety assessments. Senior Management Function holders need training on their Statements of Responsibilities and the Senior Manager Conduct Rules.
What does SM&CR training need to cover?
SM&CR training must cover the Individual Conduct Rules for all applicable staff, the Senior Manager Conduct Rules and Statements of Responsibilities for SMFs, fitness and propriety requirements for certified persons, and how the regime applies in practice in the firm. Training must be kept current — PS26/6 expanded SM&CR across more individuals in 2026 and firms must update their training accordingly.
How often must SM&CR training be completed?
Conduct Rules training must be provided when the rules first apply to an individual and refreshed when regulatory requirements change. PS26/6 means 2026 triggers a required refresh for all firms. Fitness and propriety training for certified persons should be completed annually. Event-driven training is also expected when individuals change role or when the FCA issues updated guidance.

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